Categories and Criteria


The awards are open to those working for firms operating in the UK’s pensions industry as well as those either working for or governing individual occupational pension schemes.

Nominees can be involved in roles including, but not limited to, pensions management, trusteeship, actuarial, pensions and investment consulting; legal advice; investment management; fiduciary management; scheme administration; member communications. Nominations can also be made for those involved other roles, such as sales and marketing, at organisations whose primary business or role is related to occupational pensions.

There is no limit on the number of nominations or categories.

Once nominations have been received, the nominee will be contacted and forwarded a list of questions that they will be required to complete in order to progress to the first round of judging.

A shortlist will then be created from which an expert panel of judges will decide the winners in each category. Judges will take into account:

- achievements in the workplace/role

- challenges faced

- evidence of contributions to support and inspire those beginning their career in pensions

- overall quality of submissions


The deadline for nominations is: 20 November 2019


Notes:

Only entries via the nomination system will be considered. It is up to the nominators to en-sure contact details of those being nominated are correct. The panel reserves the right to close a category should the quality of entrants be deemed too low to judge; remove an en-try if in the opinion of the judges the criteria has not been followed; or suggest another more appropriate category for entrants. The panel will take into account nominee responses as well as third party research such as websites and social media. The panel reserves the right to use public voting where appropriate. The decision of the chairperson is final. 

2020 Categories


Rising Star of the Year

This category will recognise the individual, aged 40 or under on 30 September 2019 who has made the biggest difference to pensions over the past year.

The winner will not only be able to demonstrate excellence in their own field of pensions expertise – but also show commitment to the industry as a whole.


Trainee of the Year

This category reflects the continued importance of training in the pensions industry.

The category is open to all individuals who are currently undertaking, or have just completed, a training scheme or programme of training within the pensions industry. It is not specific to any particular role – and is open to those involved in roles such as pensions management, trusteeship, consulting; legal advice, investment management and scheme administration.

Nominees in this category must have started their training at least six months ago (on or before 31 March 2019). If they have finished training, they must have completed it no more than 12 months ago (30 September 2018).

The individual should provide evidence of how they have contributed to the success of their business or scheme, highlighting any specific projects they have undertaken or successes they have achieved.

They should also describe how they have developed their skills since starting their role.

Those nominating individuals in this category are encouraged to attest to why the nominee would make an inspiring leader in pension advice.


Pensions Manager of the Year

This accolade aims to recognise the rising stars of in-house pension management and is open to those working in senior pension management roles (pension manager, assistant/deputy pensions manager etc) aged under 40 on 30 September 2019.

This award will serve as inspiration for other young people to consider a pensions management role.

Nominees for this category should explain why they are a rising star of pensions management and provide evidence of their successes – detailing how they have ‘gone the extra mile’ in their role, citing specific successes and achievements they have had over the 12 months to 30 September 2019; and demonstrating their qualities as a future leader.

They should also highlight how they have overcome challenges in their career and how they are contributing to the broader pensions industry.


Trustee of the Year

This accolade aims to recognise the rising stars of pension trusteeship and is open to both professional (independent) and lay trustees aged under 40 on 30 September 2019.

This award will serve as inspiration for other young people to consider a role as a pension scheme trustee.

Nominees for this category should share their successes as a scheme trustee – detailing how they got involved in their role and what they have achieved during their time in post.


Adviser of the Year

This category is open to those aged 40 or under as at 30 September 2019 and is for those who have completed their actuarial, consulting or legal training and are now on the next stage in their career.

Nominees for this category should provide evidence of their successes – detailing how they have ‘gone the extra mile’ in their role, cite specific successes and achievements they have had over the 12 months to 30 September 2019; and demonstrate their qualities as a future leader in pensions advice.

They should also highlight how they have overcome challenges in their career and how they are contributing to the broader pensions industry.


Actuarial / Advisory Trainee of the Year

This category reflects the continued importance of training schemes in the pensions industry.

The category is open to all individuals who are currently undertaking, or have just completed, a training scheme to become a fully qualified actuary, lawyer or investment consultant.

Nominees in this category must have started their training at least six months ago (on or before 31 March 2019). If they have finished training, they must have completed it no more than 12 months ago (30 September 2018).

The individual should provide evidence of how they have contributed to the success of their business, highlighting any specific projects they have undertaken or successes they have achieved.

They should also describe how they have developed their skills since embarking on their firm’s training scheme.

Those nominating individuals in this category are encouraged to attest to why the nominee would make an inspiring leader in pension advice.


Administrator of the Year

This category is open to those aged 40 or under as at 30 September 2019 and is for those who have completed their initial qualifications in pension scheme administration and have taken the next step in their career, either as part of an in-house team or at a third-party pensions administration firm.

Nominees for this category should provide evidence of their successes – detailing how they have ‘gone the extra mile’ in their role, cite specific successes and achievements they have had over the 12 months to 30 September 2019; and demonstrate their qualities as a future leader in pensions advice.

They should also highlight how they have overcome challenges in their career and how they are contributing to the pensions industry more broadly.


Administration Trainee of the Year

This category reflects the continued importance of training schemes in the pensions industry.

The category is open to all individuals who are currently undertaking, or have just completed, a training scheme, either in-house or at a third-party administration fund.

Nominees in this category must have started their training at least six months ago (on or before 31 March 2019). If they have finished training, they must have completed it no more than 12 months ago (30 September 2018).

The individual should provide evidence of how they have contributed to the success of their pension scheme or administration team, highlighting any specific projects they have undertaken or successes they have achieved.

They should also describe how they have developed their skills since embarking on the training scheme.

Those nominating individuals in this category are encouraged to attest to why the nominee would make an inspiring leader in pension administration.


Investment Manager of the Year

This category is open to those aged 40 or under as at 30 September 2019 and is for those who have completed their initial qualifications in investment management and have taken the next step in their career as an analysts, allocators or portfolio managers, either at third-party asset management firms or within a pension scheme’s in-house asset management operations.

Nominees for this category should provide evidence of their successes – detailing how they have ‘gone the extra mile’ in their role, cite specific successes and achievements they have had over the 12 months to 30 September 2019; and demonstrate their qualities as a future leader in pensions advice.

They should also highlight how they have overcome challenges in their career and how they are contributing to the pensions industry more broadly.


Excellence in Customer Service and Communication Award

This category is open to individuals who have helped revolutionise the communications and member experience within pension schemes – either as a trustee, scheme administrator, pension manager or adviser.

The individual should be able to demonstrate how they have put the member at the heart of what they have done and help introduce new solutions to member challenges.

Judges will be especially looking for candidates who can prove they really understand what top-quality member service and communications looks like – and can provide evidence of how what they have done has made a tangible difference to members.

This category is open to those aged 40 or under as at 30 September 2019.


Mentor of the Year

Open to individuals in the pensions sector who have supported and encouraged the rising stars of tomorrow through mentoring, training or other initiatives.


Team of the Year *** NEW FOR 2020 ***

This category is open to a team of rising stars who are able to demonstrate how they have collectively gone the extra mile to help clients or scheme members; used their skills to complete a particularly challenging or stretching project; or have otherwise had successes over the year to 30 September 2019.

Teams being nominated for this category should be predominantly made up of ‘rising stars’ – those aged 40 or under as at 30 September 2019.


Social Media Personality of the Year *** NEW FOR 2020 ***

This category reflects the importance of social media in communication, marketing and engagement and looks to recognise those rising stars who have used social media to boost awareness and the perception of pensions.

This category is open to those aged 40 or under as at 30 September 2019.


*** ORGANISATIONAL AWARD *** Award for Supporting Development

This category reflects the continued importance of ongoing training and development in the pensions industry and aims to recognise the firm or scheme that best supports and develops its staff, especially those ‘rising stars’ aged 40 or under.

The category is open to pension schemes as well as those firms providing advice and services to pension schemes.

Judges will look for evidence of how schemes and firms have supported and facilitated initiatives to help develop and foster new talent in the industry, how their training and development goes ‘above and beyond’ what is offered by their peers and look at the broader support and assistance provided to individuals to help them reach the next stage of their career.


*** ORGANISATIONAL AWARD *** Training Scheme of the Year

This category reflects the continued importance of training schemes in the pensions industry and aims to recognise the firm or scheme that offers the best training scheme in pensions.

The category is open to pension schemes as well as those firms providing advice and services to pension schemes.

Judges will be looking for evidence of the quality of a firm’s training scheme, how it helps to develop trainees, how it goes ‘above and beyond’ the standards laid down by any professional body, and the support the businesses provide to its trainees more broadly.

It should particularly focus on how this training scheme has been improved over the 12 months to 30 September 2019.